TYL TYLER TECHNOLOGIES INC

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 29, 2026 Processed 7d 20h ago SEC 0000860731-26-000042
8-K material event: Items 1.01, 1.02
Latest settled — T+5d
TYL ▼ -0.20% at T+5d
NEUTRAL call ✗ call lost -0.20% · α vs SPY +2.30% · entry $312.69 → $312.07
Next anchor: T+20d in 16d
Currently $298.84 · -4.43% from $312.69 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
+5.44%
call +5.44% · α +5.19%
$329.72
settled 12d ago
T+5d
-0.20%
call -0.20% · α +2.30%
$312.07
settled 8d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Tyler Technologies replaced its existing $700M credit facility with a new $1B unsecured revolving credit agreement maturing May 2031, led by Wells Fargo. The company had no borrowings outstanding at closing. The agreement includes an accordion feature allowing up to ~$1.5B+ of total capacity via incremental loans, and the interest rate margins (SOFR+1.125% to 1.75%) and leverage covenant (max 3.50x, stepping to 4.00x for qualifying acquisitions) reflect investment-grade credit terms.

Actionable Insight

The upsized facility signals enhanced financial flexibility and likely improved pricing terms, but with no debt drawn the immediate impact is modest. Watch for drawdowns to fund M&A or working capital needs, and monitor the upcoming $1.4375B convertible note issuance for potential dilution or hedging activity.

Key Facts

  • Up to $1B unsecured revolving credit facility, maturing May 28, 2031
  • Replaces existing $700M facility that matured September 2029
  • Zero borrowings outstanding at closing
  • Accordion feature for incremental loans up to >$525M + leverage-based capacity
  • Interest rates: SOFR + 1.125%-1.75% or base rate + 0.125%-0.75%, based on total net leverage
  • Commitment fee: 0.125%-0.250% based on leverage
  • Financial covenant: Consolidated Total Net Leverage Ratio ≤ 3.50x (steps to 4.00x for qualifying acquisitions)
  • Guaranteed by material domestic subsidiaries
  • References $1.4375B Permitted Convertible Indebtedness issued on or about May 14, 2026

Financial Impact

No borrowings outstanding; $1B facility increases undrawn commitment by $300M over prior $700M facility

available liquidity

Risk Factors

  • Leverage increase from borrowing for acquisitions could tighten covenant headroom
  • Convertible note issuance adds $1.44B of potential future dilution risk
  • No borrowings outstanding means the facility's cost/benefit is untested

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
81% bullish (27 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000860731-26-000042
Document: tyl-20260529.htm0000860731-26-000042
Document: 0000860731-26-000042-index-headers.html0000860731-26-000042
Document: 0000860731-26-000042-index.html0000860731-26-000042
Document: 0000860731-26-000042.txt0000860731-26-000042
12 reports for TYL
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+5▲ +11.87%Feb 20, 2026
Filters
Rows
Reports for TYL — sortable, filterable
Type Now
Jun 12, 2026
today
8-K
NEUTRAL ★ 3/10
$293.75 awaiting T+5awaiting T+5$298.84 (+1.73%)
May 29, 2026
14d ago
8-K
NEUTRAL ★ 4/10
$312.69 $312.07▼ −0.20%▲ +2.30%$298.84 (−4.43%)
May 14, 2026
29d ago
8-K
MIXED ★ 7/10
$311.49 $313.43▲ +0.62%▼ −0.34%$298.84 (−4.06%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 5/10
$309.70 $320.79▲ +3.58%▲ +3.50%$298.84 (−3.51%)
May 11, 2026
4w ago
8-K
MIXED ★ 6/10
$312.17 $319.00▲ +2.19%▲ +2.27%$298.84 (−4.27%)
Apr 29, 2026
6w ago
8-K
BULLISH ★ 8/10
$340.00 $329.01▼ −3.23%▼ −4.96%$298.84 (−12.10%)
Apr 20, 2026
7w ago
8-K
BULLISH ★ 6/10
$345.42 $337.19▼ −2.38%▼ −3.29%$298.84 (−13.48%)
Mar 5, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$365.62 $345.31▼ −5.55%▼ −3.32%$298.84 (−18.26%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$354.72 $367.05▲ +3.48%▲ +4.68%$298.84 (−15.75%)
Feb 23, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$317.38 $354.72▲ +11.77%▲ +11.15%$298.84 (−5.84%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (52h 26m)

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